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Showing 1741 - 1750 of 2303 results for "Financial Planner"

St.George chief resigns

RUTH LIEW  |  MONDAY, 17 NOV 2008
Paul Fegan, chief executive and managing director of St. George Bank, has announced his resignation. "Given that St.George shareholders have overwhelmingly endorsed the [Westpac/St.George] merger, it's now appropriate to make my decision about the future," ...

Platform wedge over pricing

RUTH LIEW  |  MONDAY, 17 NOV 2008
... platforms to properly diversify their portfolios have to be seen from multiple vantage points - that of the financial planner, the type of clients being serviced and the frequency of tracking fund performance. "You need to look at the type of clients ...

Mass modular advice to boost savings

MICHELLE BALTAZAR  |  THURSDAY, 13 NOV 2008
... superannuation. This silent majority unfortunately fall under the category of people who are least likely to go to a financial planner or can't afford to do so. It doesn't help that of the 16 million working Australians needing financial advice, there ...

FirstChoice platform upgrade

MICHAEL HOBBS  |  THURSDAY, 13 NOV 2008
Colonial First State is supercharging its FirstChoice platform with the addition of a government guaranteed cash deposit product, four Realindex RAFI funds and an enhanced range of insurance service. The platform's new FirstRate Saver includes no ongoing ...

New resources, fresh ads for advisers

RUTH LIEW  |  WEDNESDAY, 12 NOV 2008
... campaign based on a series of real life case studies from the FPA Value of Advice Awards program. "You pay to see a financial planner. You could pay more if you don't." is the tagline of its print media advertisements. Meanwhile the FPA is also rolling ...

PIS expands dealer group

MICHAEL HOBBS  |  MONDAY, 10 NOV 2008
... largest financial advice network. PIS' expansion doesn't stop there, the group's Malaysian subsidiary Standard Financial Planner was granted to Corporate Unit Trust Agent licence in June. This financial planning practice previously opened a number of ...

SRI funds need homework: Lonsec

MICHAEL HOBBS  |  FRIDAY, 7 NOV 2008
Research and ratings firm Lonsec warns financial planners to take a closer look at socially responsible investment (SRI) fund screens and recognise their impact on fund performance. The Lonsec Australian and global equity SRI sector review found the ...

More planners to use SMAs

MICHELLE BALTAZAR  |  THURSDAY, 6 NOV 2008
More than 80 per cent of financial planners and other wealth management professionals who offer separately managed accounts (SMA) to their clients see SMAs as a tool to generate a new revenue stream for their business, a survey shows. The findings came ...

Mercer invests $35m in commodities

MICHAEL HOBBS  |  THURSDAY, 6 NOV 2008
Mercer's investment arm is tapping into the commodities sector with a $35 million investment mandate in H3's Global Commodities program. H3's commodity program returned more than 13 per cent over a one year period to September against the Dow Jones ...

Planners still optimistic: MLC

RUTH LIEW  |  TUESDAY, 4 NOV 2008
... was conducted by Business Health and included responses from 230 businesses on behalf of NAB Business Bank's Financial Planner Banking team and the MLC Adviser Business Centre. Bob Neill, national manager of MLC's Adviser Business Centre, pegged the ...